Advice-focused wealth manager Atomos has struck a deal with Willis Towers Watson (WTW) to gain access to its fund managers and research.

The deal will see WTW provide multi-asset investment solutions for Atomos’ UK retail investment portfolios.

Atom, which changed its name from Sanlam Wealth in Septemberwill be able to access fund managers not typically available to retail clients, access WTW’s “thought leadership”, as well as its expertise in investment management and risk control.

The article continues after the announcement

Support will be provided through five of Atomos’ existing funds, including its multi-asset fund solutions, as well as its model portfolio solutions and its discretionary portfolio fund management.

Atomos chief investment officer Haig Bathgate said the company wanted to strengthen its proposition in the face of the challenges of a new market environment.

“Bringing WTW’s extensive global investment expertise across all geographies and asset classes, along with their industry-leading investment research and portfolio management, enables our clients to benefit from economies of scale and institutional expertise,” he said.

“The breadth of investment expertise available at WTW exceeds anything available in the wealth management market and the company has a proven track record of reducing investment costs, helping to improve returns. investors.”

Bathgate added that Atomos aims to become the first “truly hybrid” wealth manager.

WTW chief investment officer Mark Calnan said the company enables Atomos to provide its clients with access to a broader and more diverse set of asset classes.

“[Atomos’s] the management team has identified that the current approach to managing investments in the retail market does not meet the needs of its clients; and they had the courage to act.

“We are confident others will follow, recognizing that the most effective way to drive the savings retail customers need is to outsource to third parties like WTW who have the scale, investment rigor and dedicated resources to continue generating returns throughout the market cycle. , not just when the markets are up.

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